In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred.
So if you want to prepare your estate for your heirs, understand the new gifting and estate tax exclusions, and ensure your estate does not go into probate so you can have peace of mind, tune in now!
In this episode, you’ll discover:
Estate Planning Tips For 2022
Gift and Estate Federal Tax Exemption Updates
Annual Gift Tax Exclusions
Step Up in Basis for Assets
Importance of Titling
Beneficiary Designations
A Misconception of Estate Planning
What Can Occur If There Is Not a Will in Place
Proposition 19
About Gita Nassiri
Gita Nassiri, CPA, JD, MBT is an expert in Estate Planning whose accomplishments include:
Practicing since 1994
Graduated with her law degree from Whittier College
Master’s degree in business taxation with honors from USC
Active member in California Bar Association Trusts and Estates Section.
Fluent in French and Spanish
Thanks for listening!
FREE Report: 5 Investing Secrets Every Investor Needs to Know
Avoid making bad investment decisions. This little-known report reveals 5 better ways to invest in stocks.
Click on the image above to view tips 11-20 of this webinar series.
Free Financial Planning Webinar Series
Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional
Actionable information and guidelines to get/keep your finances on track
Easy to understand explanations with evidence-based supporting materials
Have you ever wondered whether you’re on the right track with your finances? Is the finance industry jargon too difficult to understand and too expensive to access? If you answered yes to either/both of these, this 4-part webinar series is the opportunity you’ve been waiting for. Based on practical experience with real clients, these common-sense tips may empower you to understand what you should be doing while improving your current and future financial status.
Scott McClatchey is a CERTIFIED FINANCIAL PLANNER™, CFP® with WWM Financial in Carlsbad, California. Scott can be reached at 760-692-5190 or scott@wwmfinancial.com.
WWM Financial, an SEC-registered Investment Adviser. Advisory services offered where client advisory agreements are in place and WWM Financial is properly licensed. Past performance may not be indicative of future results. No investor should assume future performance of any specific investment will be profitable. This communication is for informational purposes only and not intended to be investment advice. Please seek professional financial advice before investing.
Click on the image above to view tips 11-15 of this webinar series.
Free Financial Planning Webinar Series
Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional
Actionable information and guidelines to get/keep your finances on track
Easy to understand explanations with evidence-based supporting materials
Have you ever wondered whether you’re on the right track with your finances? Is the finance industry jargon too difficult to understand and too expensive to access? If you answered yes to either/both of these, this 4-part webinar series is the opportunity you’ve been waiting for. Based on practical experience with real clients, these common-sense tips may empower you to understand what you should be doing while improving your current and future financial status.
Scott McClatchey is a CERTIFIED FINANCIAL PLANNER™, CFP® with WWM Financial in Carlsbad, California. Scott can be reached at 760-692-5190 or scott@wwmfinancial.com.
WWM Financial, an SEC-registered Investment Adviser. Advisory services offered where client advisory agreements are in place and WWM Financial is properly licensed. Past performance may not be indicative of future results. No investor should assume future performance of any specific investment will be profitable. This communication is for informational purposes only and not intended to be investment advice. Please seek professional financial advice before investing.
Click on the image above to view tips 6-10 of this webinar series.
Free Financial Planning Webinar Series
Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional
Actionable information and guidelines to get/keep your finances on track
Easy to understand explanations with evidence-based supporting materials
Have you ever wondered whether you’re on the right track with your finances? Is the finance industry jargon too difficult to understand and too expensive to access? If you answered yes to either/both of these, this 4-part webinar series is the opportunity you’ve been waiting for. Based on practical experience with real clients, these common-sense tips may empower you to understand what you should be doing while improving your current and future financial status.
Scott McClatchey is a CERTIFIED FINANCIAL PLANNER™, CFP® with WWM Financial in Carlsbad, California. Scott can be reached at 760-692-5190 or scott@wwmfinancial.com.
WWM Financial, an SEC-registered Investment Adviser. Advisory services offered where client advisory agreements are in place and WWM Financial is properly licensed. Past performance may not be indicative of future results. No investor should assume future performance of any specific investment will be profitable. This communication is for informational purposes only and not intended to be investment advice. Please seek professional financial advice before investing.
Click on the image above to view this Proactive Wealth Process video.
Tax Planning for Investors
In this Proactive Wealth Process discussion we focus on Tax Planning for Investors with IRS Enrolled Agent, Rachel Ivanovich, MBA and Chief Leadership Officer of Easy Life Management.
Rachel Ivanovich of Easy Life Management can be reached at 760-730-1817 or rachel@elmtax.com. You can learn more about Easy Life Management at https://www.elmtax.com
Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER TM and Managing Partner at Savvy Women Wealth Management in Carlsbad California.
